Episodes

  • 401K & IRA Questions

    401K & IRA Questions
    Jul 17 2023
    401k rollovers, IRA rollovers, questions and concerns from clients and prospects.
    Show More Show Less
    28 mins
  • The Client Experience

    The Client Experience
    May 26 2023
    What clients can expect throughout the discussion process with Premier Wealth.
    Show More Show Less
    28 mins
  • Four Questions About Retirement

    Four Questions About Retirement
    May 26 2023
    Four Questions About Retirement with Matt Pontius.
    Show More Show Less
    28 mins
  • Boomers Up To Bat - Gen X On Deck

    Boomers Up To Bat - Gen X On Deck
    May 26 2023
    28 mins
  • The Secure Act 2.0

    The Secure Act 2.0
    May 26 2023
    Discussing retirment planning and the Secure Act 2.0. Discussing tax planning and investment planning as it relates to new legislature.
    Show More Show Less
    28 mins
  • Would You Rather

    Would You Rather
    May 26 2023
    Retriement planning and having some fun with a "would you rather" scenario.
    Show More Show Less
    28 mins
  • Your Financial Rubik's Cube

    Your Financial Rubik's Cube
    May 26 2023
    Discussing financial planning and the complexities as well as the inter-twined elements of the planning process.
    Show More Show Less
    28 mins
  • The Top Five Things To Avoid In Retirement

    The Top Five Things To Avoid In Retirement
    May 26 2023
    28 mins